Plan Ledger DOL Form 5500 · updated monthly

Lancaster Country Day School403(b)

LANCASTER COUNTRY DAY SCHOOL SECTION 403(B) PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Lancaster Country Day School reported $59,919 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,448 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.21% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,301st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,392nd of 3,091 in educational services. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 131 to 149 since 2022.

Plan summary
Net assets, end of year$26,220,511
Participants with balances225
Active participants149
Employer contributions$364,703
Employee contributions$660,349
Employer contribution per active participant$2,448
Average account balance$116,536
Benefits paid to participants$2,168,712
Plan auditDisclaimer of opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.2M · 225 accts · $365K emplr
2023$24.6M · 224 accts · $356K emplr
2022$21.0M · 223 accts · $320K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,550
Investment management$37,163
Trustee / custodial$9,206
Total administrative$59,919
Employer contributions to the Lancaster Country Day School plan · 2024
Employer contribution per active participant$2,448
Median for plans this size$2,416
2024$2,448 per active participant
2023$2,597 per active participant
2022$2,442 per active participant

Lancaster Country Day School's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PENSERV PLAN SERVICES · Recordkeeping$13,550
WEALTH ENHANCEMENT ADVISORY · Investment advisory (participants)$37,163
MATRIX TRUST COMPANY · Custodial (securities)$9,206

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024PENSERV PLAN SERVICES
2023PENSERV PLAN SERVICES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,919 · 0.24%
2023$50,435 · 0.22%
2022$43,218 · 0.21%
Same employer
Similar plansEducational Services · Pennsylvania
Winchester Thurston School PA$29.3M · 0.31%
Malvern Preparatory School PA$28.8M · 0.16%
The Ellis School PA$28.2M · 0.06%
Cora Services, Inc. PA$27.1M · 0.24%
Accesslex Institute PA$25.0M · 0.05%
Eeg, Inc. PA$24.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.